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Expert Analysis
It is hard to see financial wellbeing improving in Australia unless advice's methods and diagnostic technology is 'leveled up', writes Bernard Del Rey. ...
Expert Analysis
Stasis is the enemy of financial advice in Australia today. Some firms avoid changing the way they do business because they are accustomed to doing things a certain way, ...
Financial planning
FPA chief executive, Sarah Abood, has shared her thoughts on the future of technology in financial services, saying online avatars could one day facilitate engagement wit...
Financial planning
Financial advice firms are increasingly looking to regulatory technology in an effort to offset the rising cost of compliance, according to a new report....
Funds management
The tech bust has finally hit the likes of Alphabet, Microsoft and Meta, according to Forager, as it considers its tech holdings....
People & Products
Fintechs are expecting to see significant headwinds in 2023 as a lack of talent threatens the sector’s ability to perform on a global stage, according to an EY census....
Financial planning
Fees for ongoing advice have risen 33% in a year, according to annual Padua research, with technology cited as a factor to lessen the burden....
People & Products
Midwinter has integrated with estate planning platform Inherit Australia to help advisers have easier estate planning conversations with their clients....
Expert Analysis
The UK's Retail Distribution Review took place almost a decade ago, what has the industry learnt since?...
Financial planning
There has been a “trifecta of failures” in the remediation of consumers, according to the corporate regulator, with around $1.6 billion still to be paid to 2.7 million co...
People & Products
Count Financial has become the first licensee to introduce DIY Advice technology from Padua Solutions to reduce time spent by advisers on producing Records of Advice....
People & Products
Link Group technology will power a new product launched by US-based Financial Coaches Network aimed at making client engagement more efficient and more effective in suppo...
Financial planning
The only way to address Australia’s advice gap and meet the challenges raised by the Quality of Advice Review is through greater use of technology in financial advice, ac...
People & Products
Financial advice technology firm Padua Solutions has launched a robo-advice generation tool for financial advisers which it says will help solve four key issues facing ad...
People & Products
Financial advice and technology services firm Padua Solutions has appointed Rudy Haddad to the newly-created role of head of technical advice....
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Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...